Financial Services Specialist

Apprisen

. Engage with clients in person, by phone, and online, building meaningful relationships and trust .

Posted 9/18/2026full-timeRemote • Ohio • United StatesMid-LevelSenior💰 $40,000 - $45,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and personalized client engagement, with strong communication and organizational skills. Capable of developing innovative solutions and adapting to new technologies while providing financial education to diverse community groups.

Highest-signal resume keywords

Financial AnalysisClient EngagementInnovative MindsetCommunication SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisPersonalized Action PlansFinancial SolutionsBilingual Proficiency

Soft Skills

Excellent Listening SkillsVerbal CommunicationWritten CommunicationSelf-Learning SkillsOrganizational Skills

Tools & Technologies

Computer SkillsAdaptability to New Technologies

Certifications & Qualifications

Bachelor’s Degree or Equivalent Work Experience

Industry Keywords

Financial EducationCommunity EngagementContinuous ImprovementClient RelationshipsTrust Building

About the role

Key responsibilities & impact

Engage with clients in person, by phone, and online, building meaningful relationships and trust
Analyze clients’ financial information to develop personalized action plans
Offer tailored financial options and solutions
Represent Apprisen in local communities
Provide financial education to community groups
Contribute to continuous improvements and innovations

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience and education
Strong computer skills and ability to quickly adapt to new technologies
Innovative mindset to develop new solutions to complex challenges
Excellent listening, verbal, and written communication skills
Strong self-learning skills to acquire new competencies independently
Excellent time management and organizational skills
Ability to adjust to varying schedules and work hours
Satisfactory credit, background, and drug pre-employment screens required
Bilingual proficiency is a plus, but not required

Benefits

Comp & perks

100% Remote & Flexible
Certified Consumer Credit Counselor Certification opportunities
Continuous learning opportunities
401k
Generous Paid Time Off plan
Medical, dental, and vision insurance
Life insurance
Short and long-term disability
Flexible Spending
Public Student Loan Forgiveness Eligible Employer